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ProVise Management Group, LLC: JFR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ProVise Management Group, LLC on JFR, newest first. How the timeline and the estimate are built.

ProVise Management Group, LLC held 12,378 JFR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,378 shares
    Change vs previous 13F -592 shares

    0.01% of the 13F portfolio, value $94,939.

    13F-HR 0001305707-26-000004 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,970 shares
    Change vs previous 13F -1,238 shares

    0.01% of the 13F portfolio, value $97,534.

    13F-HR 0001305707-26-000002 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,208 shares
    Change vs previous 13F -986 shares

    0.01% of the 13F portfolio, value $111,249.

    13F-HR 0001305707-26-000001 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 15,194 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $124,287.

    13F-HR 0001305707-25-000003 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 15,194 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $128,693.

    13F-HR 0001085146-25-004747 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 15,194 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $128,693.

    13F-HR 0001085146-25-002835 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,194 shares
    Change vs previous 13F -1,800 shares

    0.01% of the 13F portfolio, value $135,530.

    13F-HR 0001085146-25-000966 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,994 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $149,887.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).